|
1
|
LPL Financial
San Diego,
California
|
$4.26M
|
-$130K
|
-2,666
|
-3%
|
|
|
2
|
Institute for Wealth Management
Denver,
Colorado
|
$2.81M
|
-$73.5K
|
-1,509
|
-3%
|
|
|
3
|
|
$2.24M
|
-$15.7K
|
-322
|
-0.7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.02M
|
-$101K
|
-2,079
|
-9%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$691K
|
-$1.8K
|
-37
|
-0.3%
|
|
|
6
|
|
$537K
|
-$30.1K
|
-619
|
-5%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$488K
|
+$225K
|
+4,624
|
+86%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$456K
|
-$3.16K
|
-65
|
-0.7%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$322K
|
+$321K
|
+6,585
|
New
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$309K
|
+$1.17K
|
+24
|
+0.4%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$294K
|
–
|
–
|
–
|
|
|
12
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$288K
|
–
|
–
|
–
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$221K
|
–
|
–
|
–
|
|
|
14
|
J.W. Cole Advisors
Tampa,
Florida
|
$216K
|
-$9.05K
|
-186
|
-4%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$216K
|
-$779
|
-16
|
-0.4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$207K
|
+$206K
|
+4,231
|
New
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$148K
|
–
|
–
|
–
|
|
|
18
|
Rothschild Investment LLC
Chicago,
Illinois
|
$147K
|
–
|
–
|
–
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$119K
|
+$119K
|
+2,441
|
New
|
|
|
20
|
UMB Bank
Kansas City,
Missouri
|
$114K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$97.1K
|
+$535
|
+11
|
+0.6%
|
|
|
22
|
Bellevue Asset Management
Bellevue,
Washington
|
$94.1K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$91.8K
|
–
|
–
|
–
|
|
|
24
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$87.8K
|
+$87.6K
|
+1,800
|
New
|
|
|
25
|
Clearstead Advisors
Cleveland,
Ohio
|
$82.1K
|
–
|
–
|
–
|
|
